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Portland General Electric
342 hedge funds and large institutions have $4.44B invested in Portland General Electric in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
477% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $316K
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
12% more capital invested
Capital invested by funds: $3.97B → $4.44B (+$466M)
2% more funds holding
Funds holding: 336 → 342 (+6)
3% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 115
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.21% less ownership
Funds ownership: 97.12% → 95.91% (-1.2%)
Holders
342
Holders Change
+6
Holders Change %
+1.79%
% of All Funds
7.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
49
Increased
118
Reduced
115
Closed
42
Calls
$1.82M
Puts
$316K
Net Calls
+$1.51M
Net Calls Change
-$455K
Top Buyers
Top Sellers
| 1 |
BlackRock
New York
|
-$83.1M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$35.5M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$26.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 5 |
JP Morgan Chase
New York
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IIM
376
Ipswich Investment Management
Beverly,
Massachusetts
| – | -$10K | -210 | Closed |
|
|
LFA
377
Legacy Financial Advisors
Covington,
Kentucky
| – | -$10K | -209 | Closed |
|
|
PWMG
378
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$5K | -116 | Closed |
|
|
VCM
379
Vigilant Capital Management
Portland,
Maine
| – | -$5K | -100 | Closed |
|
|
BBHC
380
Brown Brothers Harriman & Co
New York
| – | -$2K | -50 | Closed |
|
381
AssetMark Inc
Concord,
California
| – | -$2K | -46 | Closed |
|
|
CFA
382
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$439 | +9 | New |
|